Private Bank Client Services Associate

Profile

Jun 5, 2023 12:00:00 AM
Requisition #
23-1243
Hours Per Week
40
Location
200 Elm Street-FF200
City
Stamford
State
Connecticut
Job Description/ Requirements
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
Job Summary:
Support the servicing of high-net-worth client relationships. Provide exceptional service through email and telephone and/or face-to-face sales calls with the Private Bankers.
Office location: Stamford.
Responsibilities:
Provide superior client support services including processing wires, initiating internal transfers, opening accounts, performing account maintenance, etc. and product knowledge
Problem solve and determine best solutions for account issues and meeting the overall client need
Provide sales support to Private Bankers in assigned territory by preparing client meeting material, periodic client outreach and client contact management
Support and maintain assigned banker sales opportunities via Salesforce
Attend sales calls on an as-needed basis
Support Client Services team processes including but not limited to, daily overdraft reporting, wire processing, wire approvals, periodic report balancing
Education, Experience & Skills
High School diploma or GED required; Bachelor's degree preferred
2 years of professional experience
Knowledge of Webster policies, procedures and processes including compliance and regulatory requirements
Basic Webster Product knowledge:
Business and Consumer deposits
Business and Consumer loans
Online Banking/Cash Management
General Salesforce experience (Opportunity Management)
Superior customer service skills
The estimated salary range for this position is $65,000 USD to $80,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
Equal Opportunities
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Application Instructions
Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!
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Stamford, CT
Posted
6/6/2023
Job Status
Full Time
Job Reference #
: 23-1243
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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